Latest Institutional Purchases of Pimco California Municipal Income Fund Ii (PCK)
This list provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Ii (PCK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
233+ 0.47% |
$1.16K - $1.41K
|
49.5K
$265K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
384K+ 398.0% |
$2.21M - $2.43M
|
480K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$274K - $301K
|
47.5K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2KNew |
$111K - $122K
|
19.2K
$103K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
90.8KNew |
$540K - $629K
|
90.8K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$119K - $139K
|
20K
$107K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$14.4K - $16.8K
|
2.42K
$12.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64.1KNew |
$394K - $461K
|
64.1K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
10.8KNew |
$66.3K - $77.5K
|
10.8K
$57.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.02% |
$73.7 - $86.2
|
51.2K
$274K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
14KNew |
$88.2K - $106K
|
14K
$74.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50.6KNew |
$323K - $391K
|
50.6K
$271K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.8KNew |
$17.9K - $21.6K
|
2.8K
$15K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 6.94% |
$3.2K - $4.11K
|
6.67K
$35.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.5KNew |
$14.2K - $14.7K
|
1.5K
$8.02K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.6KNew |
$123K - $132K
|
13.6K
$72.6K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10K+ 100.0% |
$88.2K - $91.5K
|
20K
$107K
|
|